by Benny Huynh | Sep 8, 2022 | Episodes
This week, Merrit discusses some of the major misconceptions pre-retirees and retirees have about their retirement years. He also runs down a list of risks you should consider when planning for retirement. Is your money safe and protected from loss? Are fees dragging...
by Benny Huynh | Sep 1, 2022 | Episodes
This week, Merrit continues his series on the Smart Retirement Plan. We discuss the importance of having a Smart Review of your finances and implementing some Smart Income strategies. He also helps listeners give a name to their “financial personality” and empowers...
